[WSBARP] Stimulus for the departed

Tue Apr 28 11:50:50 PDT 2020

If the account had still been open my father would have received a 
direct deposit, even though his 2018 return showed he had deceased 
during that year, and even though the letter informing me of the intent 
to deposit had and abbreviation for deceased after his name.  Almost 
makes me wonder if the departed are entitled to stimulus payments.

Kary L. Krismer
206 723-2148

On 4/28/2020 10:23 AM, Tom Westbrook wrote:
>
> Thanks, Claudia. Much appreciated. We are happy to return the check if 
> a process is ever set up. I guess in the meantime, we will just hold 
> onto it. The check has a statement on it: VOID AFTER ONE YEAR.
>
> Sincerely,
>
> Tom
>
> Thomas J. Westbrook
>
> Attorney at Law
>
> Rodgers Kee Card & Strophy, P.S.
>
> 324 West Bay Drive NW, Suite 201
>
> Olympia, Washington  98502
>
> Phone: 360-352-8311
>
> Facsimile: 360-352-8501
>
> Email: tjw at buddbaylaw.com <mailto:tjw at buddbaylaw.com>
>
> Skype: thomas.westbrook
>
> www.buddbaylaw.com <http://www.buddbaylaw.com/>
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> <wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com>> *On Behalf Of *Claudia A Gowan
> *Sent:* Tuesday, April 28, 2020 10:07 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com 
> <mailto:wsbarp at lists.wsbarppt.com>>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Tom, your inquiry gives me a chance to return the favor of input that 
> I have received from others of our colleagues.
>
> Under the enabling legislation, an estate or trust is not an “eligible 
> individual” for purposes of receiving the relief.
>
> At the same time, to date, the IRS, when asked, has not commented on 
> whether they would attempt to collect or assess penalties related to 
> receipt of the relief check and at least as to this point, they don’t 
> seem to have issued any guidance on the matter. In short, there 
> doesn’t seem to be a definitive answer as to whether to keep the check 
> or return the check, other than the plain language of the enabling 
> legislation.
>
> Best, Claudia
>
> */Claudia A. Gowan/*
>
> *//*
>
> *Claudia A. Gowan, PLLC*
>
> *1001 Fourth Avenue, Suite 3200*
>
> *Seattle, WA 98154*
>
> *(206) 443-2733 (T)*
>
> *claudia at cagowanlaw.com <mailto:claudia at cagowanlaw.com>*
>
> **
>
> *www.seattletrustsandestates.com 
> <http://www.seattletrustsandestates.com/>*
>
> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> [mailto:wsbarp-bounces at lists.wsbarppt.com] *On Behalf Of *Tom Westbrook
> *Sent:* Tuesday, April 28, 2020 9:55 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com 
> <mailto:wsbarp at lists.wsbarppt.com>>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Ron and all,
>
> So I have an interesting one. IRS sends the check made payable to Joe 
> Blow, deceased and to the PR by name. It was mailed to PR’s address. 
> Seems like the IRS obviously knew he was deceased from my client 
> setting up an estate TIN but no one is checking to make sure no checks 
> are sent to a deceased person. My plan is to return to IRS in Ogden 
> unless someone has better advice.
>
> Sincerely,
>
> Tom
>
> Thomas J. Westbrook
>
> Attorney at Law
>
> Rodgers Kee Card & Strophy, P.S.
>
> 324 West Bay Drive NW, Suite 201
>
> Olympia, Washington  98502
>
> Phone: 360-352-8311
>
> Facsimile: 360-352-8501
>
> Email: tjw at buddbaylaw.com <mailto:tjw at buddbaylaw.com>
>
> Skype: thomas.westbrook
>
> www.buddbaylaw.com <http://www.buddbaylaw.com/>
>
> The information contained in this email and attachment(s) are for the 
> exclusive use of the addressee(s) and may contain private, privileged 
> and/or confidential information.  If you are not the addressee, you 
> are strictly prohibited from reading, photocopying, distributing or 
> otherwise using this email or its contents in any way. If you have 
> received this communication in error, please notify us immediately by 
> telephone at 360-352-8311 or by e-mail to shannon at buddbaylaw.com 
> <mailto:shannon at buddbaylaw.com>, and destroy the original message from 
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> <wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com>> *On Behalf Of *Ronald L. 
> Coleman
> *Sent:* Friday, April 17, 2020 9:13 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com 
> <mailto:wsbarp at lists.wsbarppt.com>>
> *Subject:* Re: [WSBARP] Stimulus for the departed
>
> Same thing that was done with soc sec checks that arrived after the 
> recipient had died (back when checks were not all direct deposit):  
> send them to the local soc sec office advising that the recipient is 
> deceased.  Keep a record of doing so. If the funds were received by 
> direct deposit, I would merely contact local office (when they get 
> back to work) and ask for instructions.
>
> Ron Coleman
>
> Ronald L. Coleman
> Direct 253-238-5129 - rcoleman at dpearson.com <mailto:rcoleman at dpearson.com>
>
> *Davies Pearson, **P.C.*
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> *From:*wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com> 
> <wsbarp-bounces at lists.wsbarppt.com 
> <mailto:wsbarp-bounces at lists.wsbarppt.com>> *On Behalf Of *Christie Martin
> *Sent:* Thursday, April 16, 2020 4:23 PM
> *To:* wsbarp at lists.wsbarppt.com <mailto:wsbarp at lists.wsbarppt.com>
> *Subject:* [WSBARP] Stimulus for the departed
>
> Anyone else receiving these checks for deceased persons?  And I’m 
> referring to folks who passed even in 2018….
>
> What do we do with it?
>
> Thanks!
>
> **
>
> *Christie L. Martin****| Martin & Richards, PLLC*
>
> *Attorney at Law*
>
> 1220 Main Street, Suite 400
>
> Vancouver, Washington 98660
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> B: 503-444-3449
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